Ridgecrest Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.32M | Buy |
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|
2025
Q2 | $2.15M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1,000K | Buy |
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|
2024
Q1 | $861K | Buy |
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|
2023
Q4 | $597K | Sell |
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|
2023
Q3 | $761K | Hold |
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|
2023
Q2 | $782K | Hold |
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|
2023
Q1 | $778K | Buy |
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|
2022
Q4 | $748K | Sell |
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|
2022
Q3 | $689K | Hold |
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|
2022
Q2 | $738K | Hold |
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|
2022
Q1 | $815K | Sell |
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|
2021
Q4 | $851K | Buy |
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|
2021
Q3 | $457K | Buy |
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|
2021
Q2 | $375K | Buy |
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|
2021
Q1 | $243K | Buy |
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